TRI-STAR CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TRI-STAR CHARITABLE FOUNDATION (EIN 27-1866546)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-31
- IRS object ID
- 202313049349101156
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-31T13:34:05-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383635706 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 ROBINSON RD | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271866546 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRI-STAR CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRI- | BusinessNameControlTxt |
| Phone | 9899210010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1004 N MICHIGAN AVE | AddressLine1Txt |
| City | SAGINAW | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN KIDWELL | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9899210010 | PhoneNum |
| Signature | 2023-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | KIDWELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA E COSTON CPA | PreparerPersonNm |
| PTIN | P01750862 | PTIN |
| Phone | 5177876503 | PhoneNum |
| Preparation | 2023-10-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $343,287 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $150,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,646 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,646 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,409 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,903 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,409 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $207,714 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $382,769 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,055 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $400 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $221 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $96 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $66,728 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,749 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $496 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $192,467 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $192,467 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $260,216 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $496 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $192,867 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $122,553 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,559 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,431 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,486 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,486 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $231,090 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $363,588 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $331,801 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $252,521 | TotalAssetsBOYAmt |
| Total Assets EOY | $375,074 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $343,287 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $252,521 | RetainedEarningBOYAmt |
| Retained Earning EOY | $375,074 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $252,521 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $375,074 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $252,521 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $375,074 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $252,521 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $122,553 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $375,074 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $375,074 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SHERWIN WILLIAMS CO | 1991-09-29 | 2022-03-10 | $3,316 | $17 | $3,299 | $3,299 | |
| BAIRD AGGREGATE BOND INST | 2021-02-11 | 2022-09-27 | $4,737 | $5,857 | -$1,120 | -$1,120 | |
| BRANDES INSTL INTERNATIONAL EQUITY I | 2021-02-11 | 2022-09-27 | $1,988 | $2,610 | -$622 | -$622 | |
| CHEVRON CORPORATION | 2020-03-18 | 2022-04-13 | $20,632 | $6,680 | $13,952 | $13,952 | |
| CONESTOGA FDS MID CAP INTL | 2021-02-11 | 2022-09-27 | $1,250 | $1,715 | -$465 | -$465 | |
| POLEN GROWTH FUND INSTITUTIONAL CLASS | 2021-08-11 | 2022-09-27 | $2,428 | $3,434 | -$1,006 | -$1,006 | |
| WCM FOCUSED INTERNATIONAL GROWTH INSTL | 2021-02-11 | 2022-09-27 | $1,606 | $2,442 | -$836 | -$836 | |
| ARISTOTLE SMALL CAP EQUITY I | 2021-02-11 | 2022-09-27 | $1,356 | $1,632 | -$276 | -$276 | |
| COHO RELATIVE VALUE EQUITY | 2021-02-11 | 2022-09-27 | $3,908 | $4,053 | -$145 | -$145 | |
| VANGUARD TOTAL BOND INDEX FD INSTL | 2021-02-11 | 2022-09-27 | $4,755 | $5,857 | -$1,102 | -$1,102 | |
| VANGUARD 500 INDEX ADMIRAL | 2021-02-11 | 2022-09-27 | $2,971 | $3,197 | -$226 | -$226 | |
| CAPITAL GAINS DIVIDENDS | $6,956 | $6,956 | $6,956 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,409 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $341 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $341 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $341 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $350 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $371 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $30 | OverpaymentAmt |
| Applied To ES Tax | $30 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JACK KIDWELL | IndividualWithBooksNm |
| Phone | 9899210010 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1004 N MICHIGAN AVENUE | AddressLine1Txt |
| City | SAGINAW | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GENE PICKELMAN | ||||||||
| 1004 N MICHIGAN AVE | SAGINAW | MI | 48602 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN W KIDWELL | ||||||||
| 1004 N MICHIGAN AVE | SAGINAW | MI | 48602 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MIKE BIERLEIN | ||||||||
| 1004 N MICHIGAN AVE | SAGINAW | MI | 48602 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| DICK GARBER | ||||||||
| 1004 N MICHIGAN AVE | SAGINAW | MI | 48602 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| MARK FLEGENHEIMER | ||||||||
| 1004 N MICHIGAN AVE | SAGINAW | MI | 48602 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| PAVEL KONECNY | ||||||||
| 1004 N MICHIGAN AVE | SAGINAW | MI | 48602 | TREASURER | 1.00 | $0 | $0 | $0 |
| DR WAHEED AKBAR | ||||||||
| 1004 N MICHIGAN AVE | SAGINAW | MI | 48602 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $429,915 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,834 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $481,749 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $481,749 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,226 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $474,523 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,726 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,726 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $341 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $341 | TotalTaxAmt |
| Distributable Before Adj | $23,385 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,385 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,385 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $192,867 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $192,867 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,385 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,598 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $192,867 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,598 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,385 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $161,884 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $161,884 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $161,884 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $161,884 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ST MARY'S FOUNDATION | |||||||
| 800 S WASHINGTON AVE | SAGINAW | MI | 48601 | NONE | PUBLIC CHARITY | GRANT FOR MENTAL HEALTH AWARENESS FOR MEDICAL FIRST RESPONDERS | $3,000 |
| BARB SMITH SUICIDE RESOURCE AND RESPONSE NETWORK | |||||||
| PO BOX 6712 | SAGINAW | MI | 48608 | NONE | PUBLIC CHARITY | GRANT FOR MENTAL HEALTH THROUGH ASIST TRAINING WORKSHOPS | $16,000 |
| BAY AREA WOMENS CENTER | |||||||
| 3411 E MIDLAND RD | BAY CITY | MI | 48706 | NONE | PUBLIC CHARITY | GRANT FOR MENTAL HEALTH AWARENESS FOR CHILDREN TEEN & FAMILY COUNSELING SERVICES | $20,000 |
| CHILD AND FAMILY CHARITIES OF LANSING | |||||||
| 4287 FIVE OAKS DR | LANSING | MI | 48911 | NONE | PUBLIC CHARITY | GRANT FOR MENTAL HEALTH AWARENESS FOR FAMILY MENTAL HEALTH COUNSELING PROGRAM SERVICES | $20,000 |
| CHILD AND FAMILY SERVICES OF SAGINAW | |||||||
| 2838 AUTOMOTIVE CENTRE RD | SAGINAW | MI | 48603 | NONE | PUBLIC CHARITY | GRANT FOR MENTAL HEALTH AWARENESS FOR CHILDREN & FAMILY COUNSELING SERVICES | $20,000 |
| CMU MEDICAL EDUCATION PARTNERS | |||||||
| 1000 HOUGHTON AVE | SAGINAW | MI | 48602 | NONE | PUBLIC CHARITY | GRANT FOR MENTAL HEALTH AWARENESS FOR TELEPSYCHIATRY | $20,000 |
| COVENANT HEALTHCARE FOUNDATION | |||||||
| 515 S MICHIGAN AVE | SAGINAW | MI | 48602 | NONE | PUBLIC CHARITY | GRANT FOR MENTAL HEALTH AWARENESS FOR MEDICAL FIRST RESPONDERS SUPPORT | $3,000 |
| DWELLING 114 | |||||||
| 489 GRAND HILL | ST PAUL | MN | 55102 | NONE | PUBLIC CHARITY | GRANT FROM TRI-STAR CHARITABLE FOUNDATION TO BE APPLIED TO GENE AND LORI PICKELMANS PLEDGE | $10,467 |
| MCLAREN BAY MEDICAL FOUNDATION | |||||||
| 1900 COLUMBUS AVE | BAY CITY | MI | 48708 | NONE | PUBLIC CHARITY | GRANT FOR MENTAL HEALTH AWARENESS FOR MEDICAL FIRST RESPONDERS SUPPORT | $3,000 |
| MCLAREN GREATER LANSING FOUNDATION | |||||||
| 2900 COLLINS RD | LANSING | MI | 48910 | NONE | PUBLIC CHARITY | GRANT FOR MENTAL HEALTH AWARENESS FOR MEDICAL FIRST RESPONDERS SUPPORT | $3,000 |
| MY MICHIGAN HEALTH FOUNDATION | |||||||
| 4000 WELLNESS DRIVE | MIDLAND | MI | 48670 | NONE | PUBLIC CHARITY | GRANT FOR MENTAL HEALTH AWARENESS FOR MEDICAL FIRST RESPONDERS SUPPORT | $3,000 |
| SELF LOVE BEAUTY | |||||||
| 2916 ABBOTT ROAD | MIDLAND | MI | 48642 | NONE | PUBLIC CHARITY | GRANT FOR MENTAL HEALTH AWARNESS THROUGH SLB WORKSHOP CURRICULUM | $16,000 |
| SHELTERHOUSE | |||||||
| 411 GEST ST | CINCINNATI | OH | 45203 | NONE | PUBLIC CHARITY | GRANT FOR MENTAL HEALTH AWARNESS THROUGH CHILDREN YOUTH AND FAMILY COUNSELING SUPPORT | $20,000 |
| SPARROW FOUNDATION | |||||||
| 1322 E MICHIGAN AVE STE 204 | LANSING | MI | 48912 | NONE | PUBLIC CHARITY | GRANT FOR MENTAL HEALTH AWARENESS FOR MEDICAL FIRST RESPONDERS SUPPORT | $3,000 |
| SVUS CAMPUS HEALTH & WELLNESS CENTER | |||||||
| 7400 BAY ROAD | UNIVERSITY CENTER | MI | 48710 | NONE | PUBLIC CHARITY | GRANT FOR MENTAL HEALTH AWARENESS THROUGH EXISTING PROGRAMS FOR TEENS AND YOUNG ADULTS | $16,000 |
| THE ROCK CENTER FOR YOUTH DEVELOPMENT | |||||||
| 6021 EASTMAN AVE | MIDLAND | MI | 48640 | NONE | PUBLIC CHARITY | GRANT FOR MENTAL HEALTH AWARENESS THROUGH DISCOVER YOU PROGRAM | $16,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $192,467 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,646 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,409 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $207,714 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $232,769 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $232,769 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRI-STAR TRUST BANK | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1004 N MICHIGAN AVENUE | AddressLine1Txt |
| City | SAGINAW | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $800 | Amt |
| Net Investment Income | $400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $400 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BRANDES INSTL INTERNATIONAL EQUITY I | AT COST | $31,574 | $30,678 |
| CONESTOGA FDS MID CAP INTL | AT COST | $17,801 | $16,964 |
| POLEN GROWTH FUND INSTITUTIONAL CLASS | AT COST | $37,682 | $27,845 |
| WCM FOCUSED INTERNATIONAL GROWTH INSTL | AT COST | $25,378 | $23,321 |
| VANGUARD 500 INDEX ADMIRAL | AT COST | $37,412 | $39,877 |
| ARISTOTLE SMALL CAP EQUITY I | AT COST | $16,918 | $18,581 |
| COHO RELATIVE VALUE EQUITY | AT COST | $50,365 | $51,215 |
| BAIRD AGGREGATE BOND INST | AT COST | $73,232 | $61,572 |
| VANGUARD TOTAL BOND INDEX FD INSTL | AT COST | $73,226 | $61,748 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPECIAL FUNDRAISING EVENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $66,728 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | Desc |
| Revenue And Expenses Per Books | $207,714 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $207,714 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $125 | $0 | $0 |
| FOREIGN TAX | $96 | $96 | $0 |
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